SOAR Tools and Worksheets
These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.
Getting Started
Is this a SOAR Applicant?
- Sample SOAR Referral Tool | Legal Systems Version*
- Definitions of Homelessness
- Identifying SOAR Applicants | Legal Systems Version* | Spanish Version
- SOAR Eligibility Decision Tree | Spanish Version
Information Gathering
- Initial Meeting Worksheet (DOCX)
- SSA Forms Guide (PDF)
- Application Tracking Worksheet (DOCX)
Non-Medical Information
- Documenting In-Kind Support and Maintenance (ISM) (PDF)
- SSI/SSDI Non-Medical Document Checklist (DOCX)
- SSI Income/Resource Worksheet (DOCX)
- Sample Rental Loan Agreement (DOCX)
Medical Records Collection
-
Sample Multi-Agency Release (DOCX)
-
Medical and Functional Information for SSI/SSDI (1/1/18) (DOCX)
Medical Summary Report Tools
-
-
MSR Template only (DOCX)
-
Supporting Documentation
Application Review and Submission
- Quality Review Checklist (DOCX)
- Creating a my Social Security Account for Applicants Flowchart
- Online Disability Benefits Application and Adult Disability Report
Post-Benefit
- Sample Physician Letter - SSI Continuation During Hospital/Nursing Home Placement (PDF)
- Avoiding and Managing SSI/SSDI Overpayments
Employment
-
SSI Benefits & Work: Worksheet (Word) | Calculator (Excel)
Other
Appeals
*These tools were developed by Policy Research Associates in partnership with the National Reentry Resource Center with a grant awarded by the Bureau of Justice Assistance.
Resources
Files
Attachment | Size |
---|---|
Initial Meeting Worksheet | 259.56 KB |
SSI & SSDI Non-Medical Documentation Checklist | 277.61 KB |
SSI Income/Resource Worksheet | 249.82 KB |
Sample Agency Authorization for Release of Information | 16.73 KB |
Sample Multi-Agency Release.docx | 24.75 KB |
Application Tracking Worksheet | 61.88 KB |
Details
- Type:
- Guides
- Date:
- March, 2024
Other Details
- Topic
- Application Toolbox
- Focus
- People Involved in the Legal System